Performance Management in Microsoft 365
Performance management
in Microsoft 365
Make it easy for your workforce & managers to track performance by using their daily collaboration platform.
Enterprise level solutions that build on your Microsoft 365 infrastructure.
Overview
Performance management in the flow of work
Make performance an ongoing part of everyday work, rather than something that only happens at review time.
Perform365 brings goals, check-ins, 1:1s and reviews into the Microsoft 365 environment your people already use, helping employees stay focused and giving managers a more continuous view of progress.
Because it is designed around the wider Microsoft 365 ecosystem, including Teams, Outlook, SharePoint, Copilot, Entra ID and Power BI, performance management becomes easier to embed into existing ways of working, with less system switching and fewer barriers to adoption.
BENEFITS
The benefits of using our performance management solution
Makes performance part of everyday work
Fully integrated within Microsoft Teams, our performance management system, Perform365, is easy and convenient for all concerned.
Regular feedback and progress monitoring blends seamlessly with your workforce’s everyday working platform – there’s no separate portal to log into.
Plus integration with Teams means communication flows seamlessly.
Simply decide which functions you would like to get started with, create your groups (e.g. using existing Microsoft 365 Groups) and select your rollout approach.
A Teams-based Dashboard lets Line Managers and HR view team and organisation wide performance metrics.
See what’s really happening with your people through AI-powered Line Manager and HR dashboards
- Reviews and appraisals
- 1:1 conversations
- 360 feedback
- Goal alignment & cascading
- SMART goals & OKRs
- Talent mapping
- Visibility
Helps managers have better performance conversations
Gives managers the support they need to coach more effectively.
Perform365 helps managers go into 1:1s and check-ins with a clearer picture of progress, priorities and potential blockers, while AI-powered coaching can help them frame better questions and give more useful feedback.
That means conversations can focus less on status updates and more on coaching, support and what needs to happen next.
Ensures alignment with objectives
Tracking progress towards individual and overall business goals can be tricky.
Perform365 helps you set and track SMART goals and OKRs, cascade objectives from organisation to team to individual, and keep progress visible throughout the year.
Regular check-ins and progress updates keep goals active rather than forgotten, helping employees stay focused and giving managers a clearer view of where things are on track and where support may be needed.
Takes the pain out of performance reviews
Builds reviews from the performance history you’ve already captured throughout the year.
Perform365 brings together check-ins, goal progress, feedback and previous conversations so reviews are based on a fuller record of performance, rather than memory or last-minute preparation.
AI can summarise that history and help prepare the review, reducing admin for both managers and employees and making the process more consistent.
Links with learning and development
Turn performance conversations into clear development actions.
Using Perform365 alongside our Learning Management System for Microsoft 365 (Learn365) and Engagement Management System for Microsoft 365 (Engage365) makes it easier to connect goals, feedback and identified skills gaps with the learning and support people need.
Together, they help managers move from identifying a development need to setting goals, assigning relevant learning and tracking progress, all within the same Microsoft 365 environment.
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RESOURCES
Resources on performance management systems for Microsoft 365
What our customers have to say about us
What our customers have to say
Essential were supportive during the implementation phased and helped us with our design, integrations, and communications. I’ve been impressed with how seriously they take our comments and seen vast improvement to the system in the three years I’ve used it.
Harriet Smith, Digital Learning Producer at Historic England
What our customers have to say
“The team at Essential have been super supportive and are very
hands-on with our LMS. They gave us expert advice on getting the
look and feel right and integrating our colours and brand.
They continue to be there when we need something or if we’ve
any issues.”
Beth Lloyd, Director, Organisational Development at Aston University
What our customers have to say
The service we’ve received from Essential has been nothing short of impeccable. The team are always on hand to answer our questions, response times are usually less than a day.
Harriet Smith, Digital Learning Producer at Historic England
What our customers have to say
“Early in our partnership I had the opportunity to meet with the Essential team at their UK offices. I was struck by their passion for their work, and their commitment to providing a top-notch client experience. Since that initial meeting, Essential has stayed true to those qualities and we continue to appreciate the ongoing commitment to providing the highest client value possible.”
